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West Pharmaceutical

778 hedge funds and large institutions have $27B invested in West Pharmaceutical in 2024 Q1 according to their latest regulatory filings, with 97 funds opening new positions, 291 increasing their positions, 266 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more funds holding in top 10

Funds holding in top 10: 49 (+5)

10% more capital invested

Capital invested by funds: $24.5B → $27B (+$2.56B)

9% more repeat investments, than reductions

Existing positions increased: 291 | Existing positions reduced: 266

7% more first-time investments, than exits

New positions opened: 97 | Existing positions closed: 91

1% less funds holding

Funds holding: 782778 (-4)

0.62% less ownership

Funds ownership: 94.24%93.62% (-0.62%)

25% less call options, than puts

Call options by funds: $124M | Put options by funds: $167M

Holders
778
Holders Change
-4
Holders Change %
-0.51%
% of All Funds
11.21%
Holding in Top 10
9
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+125%
% of All Funds
0.13%
New
97
Increased
291
Reduced
266
Closed
91
Calls
$124M
Puts
$167M
Net Calls
-$42M
Net Calls Change
-$44.5M
Name Holding Trade Value Shares
Change
Change in
Stake
PA
651
Parallel Advisors
California
$131K +$7.77K +21 +7%
AA
652
Alta Advisers
United Kingdom
$119K
BC
653
Barrett & Company
Rhode Island
$114K
MPWT
654
MassMutual Private Wealth & Trust
Connecticut
$103K +$5.18K +14 +6%
TF
655
Tompkins Financial
New York
$99.7K
CFGS
656
Concourse Financial Group Securities
Alabama
$96.6K +$1.48K +4 +2%
LC
657
Lindbrook Capital
California
$93.8K +$740 +2 +0.9%
LI
658
LRI Investments
Florida
$86.3K +$80.6K +218 New
EWA
659
EverSource Wealth Advisors
Alabama
$85.4K -$3.7K -10 -4%
LS
660
Livforsakringsbolaget Skandia
Sweden
$75.1K
MCM
661
MV Capital Management
Maryland
$74.8K +$1.48K +4 +2%
CSB
662
City State Bank
Iowa
$74K -$1.48K -4 -2%
OWA
663
Opal Wealth Advisors
New York
$73.6K +$68.8K +186 New
OAJ
664
Ogorek Anthony Joseph
New York
$71K
GWM
665
Geneos Wealth Management
Colorado
$69.6K
FHA
666
First Horizon Advisors
Tennessee
$67.3K +$1.11K +3 +2%
TIM
667
Tortoise Investment Management
New York
$64.1K
LFA
668
LGT Financial Advisors
Texas
$60.9K
CPG
669
Custom Portfolio Group
Colorado
$59.4K
HNB
670
Hilltop National Bank
Wyoming
$58.6K +$54.7K +148 New
OP
671
ORG Partners
Indiana
$54.6K +$45.5K +123 +820%
MSFP
672
Mark Sheptoff Financial Planning
Connecticut
$54.6K
SWM
673
Spire Wealth Management
Virginia
$51.4K +$5.18K +14 +12%
PTC
674
Private Trust Company
Ohio
$47.9K +$1.48K +4 +3%
CPG
675
Cornerstone Planning Group
New Jersey
$47.5K -$12.9K -35 -21%